Position in EIX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$661,413
+$1,769 QoQ
Shares Held
8,884
-1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#566
of 1,079 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EIX Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ATLAS CAPITAL ADVISORS INC. holds $2,516,489 across 21 Utilities - Regulated Electric names. EIX ranks #1 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EIX |
Edison International
This page
|
8,884 | $661,413 | |
| 2 | KEP |
Korea Electric Power Corp
|
39,235 | $474,743 | |
| 3 | ETR |
Entergy Corp /De/
|
3,221 | $369,964 | |
| 4 | AEE |
Ameren Corp
|
1,425 | $161,082 | |
| 5 | D |
Dominion Energy, Inc
|
2,038 | $139,175 | |
| 6 | PCG |
PG&E Corp
|
6,735 | $113,282 | |
| 7 | CNP |
Centerpoint Energy Inc
|
1,980 | $87,199 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
726 | $77,682 |
All Filings in EIX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $661,413 | 8,884 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $659,644 | 9,014 | Shares | Sole | 2026-05-11 | |
| 2024-12-31 | $108,023 | 1,353 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $193,601 | 2,223 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $88,757 | 1,236 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $15,084 | 211 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $13,354 | 211 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $19,376 | 279 | Shares | Sole | 2023-08-15 | |
| 2021-12-31 | $682 | 10 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $554 | 10 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $578 | 10 | Shares | Sole | 2021-07-30 | |
| 2020-06-30 | $7,712 | 142 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $20,107 | 367 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||